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JPMorgan Chase
JPM

Overview Fund Activity

1,831 hedge funds and large institutions have $171B invested in JPMorgan Chase in 2015 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 788 increasing their positions, 724 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,831
Holders Change
-14
Holders Change %
-0.76%
% of All Funds
51.17%
Holding in Top 10
433
Holding in Top 10 Change
-43
Holding in Top 10 Change %
-9.03%
% of All Funds
12.1%
New
83
Increased
788
Reduced
724
Closed
82
Calls
$3.29B
Puts
$2.78B
Net Calls
+$511M
Net Calls Change
-$608M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$1.22B
2
SC
Sculptor Capital
New York
+$335M
3
AIM
abrdn Investment Management
United Kingdom
+$283M
4
Primecap Management
Primecap Management
California
+$244M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$190M

Top Sellers

1
CS
Credit Suisse
Switzerland
-$353M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$263M
3
IG
ING Group
Netherlands
-$213M
4
BA
BlackRock Advisors
Delaware
-$170M
5
EC
Eminence Capital
New York
-$169M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
1076
Frontier Wealth Management
Missouri
$2.38M +$654K +10,719 +38%
DSC
1077
Duncker Streett & Co
Missouri
$2.37M -$45.1K -740 -2%
CL
1078
CPWM LLC
Washington
$2.35M +$1.48M +31,355 +170%
GVT
1079
Genesee Valley Trust
New York
$2.35M -$108K -1,775 -4%
SCM
1080
Stanley Capital Management
Texas
$2.35M – – –
1GA
1081
1st Global Advisors
Texas
$2.34M +$38K +623 +2%
PMG
1082
ProVise Management Group
Florida
$2.33M +$265K +4,350 +13%
BCA
1083
Bray Capital Advisors
Florida
$2.32M -$137K -2,250 -6%
OCM
1084
One Capital Management
California
$2.3M +$59.3K +973 +3%
BCM
1085
Birmingham Capital Management
Alabama
$2.3M – – –
DWT
1086
Dorsey & Whitney Trust
South Dakota
$2.3M -$19.6K -321 -0.8%
LRPA
1087
L. Roy Papp & Associates
Arizona
$2.29M -$1.28K -21 -0.1%
MSU
1088
Maple Securities USA
New Jersey
$2.27M +$1.65K +27 +0.1%
FM
1089
Forward Management
California
$2.26M -$664K -10,896 -23%
WIC
1090
Woodmont Investment Counsel
Tennessee
$2.26M -$122K -2,008 -5%
FFA
1091
Fragasso Financial Advisors
Pennsylvania
$2.26M +$39.6K +649 +2%
CWM
1092
CIBC World Markets
New York
$2.25M -$6.19M -101,446 -73%
AGI
1093
Athena Global Investors
Virginia
$2.24M – – –
RMDI
1094
R.M. Davis Inc
Maine
$2.22M +$74.5K +1,222 +3%
DBIA
1095
Dumont & Blake Investment Advisors
New Jersey
$2.19M -$27.4K -450 -1%
CNFG
1096
Creegan & Nassoura Financial Group
New Hampshire
$2.18M -$62.4K -1,023 -3%
LJAC
1097
L.J. Altfest & Co
New York
$2.18M -$48.6K -797 -2%
BSB
1098
Bangor Savings Bank
Maine
$2.18M +$46.6K +765 +2%
SIMM
1099
Stillwater Investment Management (Minnesota)
Minnesota
$2.17M +$3.23K +53 +0.1%
CWP
1100
Capital Wealth Planning
Florida
$2.17M -$197K -3,216 -8%
42 43
44
45 46